Description
The Associate Director is responsible for growing the Foundation's planned giving program by managing a portfolio of prospects and supporting the Foundation's fundraising campaign. Their primary responsibilities include identifying, cultivating, soliciting, and stewarding planned giving prospects and donors. Reporting to the Senior Director of Gift Planning, this position collaborates closely with major giving, annual giving, stewardship, and hospital teams to develop fundraising priorities and strategies. The Associate Director uncovers planned giving opportunities within existing donor pipelines, follows up on leads from planned giving outreach, and contributes to events that advance cultivation and stewardship. This position supports planned giving marketing efforts and collaborates with the legal and finance teams. The Associate Director has an annual fundraising goal of $500,000 to $1 million in planned gift commitments.Qualifications
Minimum EducationBachelor's Degree (Required)
Master's Degree JD, MBA or related advanced degree (Preferred)
Minimum Work Experience
5 years Experience in gift development, marketing, financial planning or legal experience. (Required)
3 years Experience in planned giving or complex/blended major giving or estate/financial planning. (Preferred)
Required Skills/Knowledge
Proven track record of securing major and/or planned gifts
An understanding of charitable gift planning vehicles and related tax, legal, and/or estate planning concepts
Excellent interpersonal and relationship-building abilities, with sensitivity to diverse and older populations
Strong written and verbal communication skills
High level of professionalism, discretion, and ethical judgment
Excellent problem solving skills
Demonstrated ability to work both independently and collaboratively across teams
Strong moves/portfolio management skills
Effective organizational, time management, and project management skills
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
Familiarity with donor CRM systems (e.g., Raiser’s Edge) and planned giving software (e.g., PG Calc, Crescendo)
Ongoing commitment to professional development (e.g., attending conferences or training sessions in philanthropy, tax
law, or estate planning)
Functional Accountabilities
Cultivate and solicit planned gifts
- Close $500K to $1M in planned gifts annually.
- Manage a portfolio of 75 donors and key prospects with a concentration to identify potential prospects within the pipelineto fulfill discovery and cultivation.
- Develop, solicit, and steward planned gift donors using customized strategies.
- Provide planned giving expertise and collaborate with gift officers to maximize giving through blended giving techniquesand/or non-cash assets.
- Implement effective stewardship and cultivation strategies for planned giving donors, including communications, tours,events nd other engagement opportunities.
- Oversee planned giving marketing initiatives, including design, execution and reporting effectiveness. This may includeworking directly with the Foundation communication and direct response teams to develop effective marketing tools andpublications.
- Prepare and present proposals, execute appropriate gift documentation, and coordinate administration of estate gifts.
- Assist senior director of gift planning with training opportunities, including staff, board, volunteers with the planned giftoptions and use of various assets.
- Accomplish personalized goals set annually that align with Foundation goals, which include financial, activity, and pipelinemovement.
- Document donor interactions, gift activity and proposals in the database (e.g., Raiser's Edge) in a timely manner.
- Stay informed on changes in estate and tax law relevant to gift planning.
- Represent the Foundation at donor events and in the broader philanthropic and professional community.
Organizational Accountabilities
Organizational Accountabilities (Staff)
Organizational Commitment/Identification
- Anticipate and responds to customer needs; follows up until needs are met
Teamwork/Communication
- Demonstrate collaborative and respectful behavior
- Partner with all team members to achieve goals
- Receptive to others’ ideas and opinions
Performance Improvement/Problem-solving
- Contribute to a positive work environment
- Demonstrate flexibility and willingness to change
- Identify opportunities to improve clinical and administrative processes
- Make appropriate decisions, using sound judgment
Cost Management/Financial Responsibility
- Use resources efficiently
- Search for less costly ways of doing things
Safety
- Speak up when team members appear to exhibit unsafe behavior or performance
- Continuously validate and verify information needed for decision making or documentation
- Stop in the face of uncertainty and takes time to resolve the situation
- Demonstrate accurate, clear and timely verbal and written communication
- Actively promote safety for patients, families, visitors and co-workers
- Attend carefully to important details - practicing Stop, Think, Act and Review in order to self-check behavior and performance
Primary Location
: Maryland-Silver SpringWork Locations
: Inventa Towers 1 Inventa Place Silver Spring 20910Job
: Non-Clinical ProfessionalOrganization
: Childrens Hospital FoundationPosition Status: R (Regular) - FT - Full-TimeShift: DayWork Schedule: M-F, 9 -5Job Posting
: Aug 8, 2025, 5:37:24 PMFull-Time Salary Range
: 73070.4 - 121804.8
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